PCS
CAT icon

Private Client Services’s Caterpillar CAT Stock Holding History

Private Client Services’s Portfolio CAT Stock Details CAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$497K Sell
613
-52
-8% -$44.1K 0.13% 123
2026
Q2 		$708K Buy
665
+188
+39% +$165K 0.19% 100
2026
Q1 		$338K Hold
477
– – 0.1% 146
2025
Q4 		$273K Buy
+477
New +$265K 0.09% 156

Other funds holding CAT

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
OMC
Overbrook Management Corp New York $643M AUM 29.06% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Private Client Services's CAT Position: Q3 2026 in Review

Private Client Services reduced its Caterpillar (CAT) stake by 7.8% in Q3 2026, selling an estimated $44.1K and leaving 613 shares worth $497K. The position accounts for 0.13% of the portfolio, ranked #123.

Private Client Services first reported a position in CAT in Q4 2025 and has held it in 4 quarters since. The position peaked at $708K in Q2 2026. 214 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Private Client Services held 613 shares of Caterpillar worth $497K as of Q3 2026.
  • Private Client Services sold 52 Caterpillar shares in Q3 2026, an estimated $44.1K.
  • Caterpillar made up 0.13% of Private Client Services's portfolio in Q3 2026, its #123 holding.
  • Private Client Services first reported a position in Caterpillar in Q4 2025 and has held it in 4 quarters since.
  • Private Client Services's Caterpillar position peaked at $708K in Q2 2026.
  • 214 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Private Client Services's 13F filing for Q3 2026, filed 2 Oct 2026.